Jonathan Slocum, CFP®
Financial Advisor
This email address is being protected from spambots. You need JavaScript enabled to view it.       

 

CREDENTIALS
CERTIFIED FINANCIAL PLANNER™
Bachelor of Science in business administration cum laude - William Tyndale College, Farmington Hills, MI

 

At SYM  
As a financial advisor, Jonathan takes an honest, direct approach to financial planning. He helps clients include charitable gifting strategies into their overall planning. Jonathan is particularly skilled at directing executives with deferred compensation options, stock options and restricted stock. Jonathan particularly likes being a fiduciary to his clients. It is a responsibility that he takes seriously.

 

 

COMMUNITY
Coach, Warsaw Little League
Member, Warsaw Community Church technical team
2017 Graduate, Kosciusko Leadership Academy

 

PERSONAL PURSUITS
Jonathan treasures family time in Northern Michigan and Wisconsin. He also enjoys mountain biking off-road, golf and attending the many activities in which his three children are involved.

 

JONATHAN’S WORDS TO LIVE BY
Save early, save often and leave people better than you found them.

 

FAVORITE BOOKS
“The Millionaire Next Door” and “Rich Dad/Poor Dad” by Robert T. Kiyosaki

 

HOME OFFICE
Winona Lake, IN